Advanced Features
Custom fields, batch operations, extensions, and more
11 guides available
Access Tokens
Access tokens in Accounter provide secure API access, enabling integration with external applications and automation of various tasks. Follow the instructions below to create and manage access tok...
Advanced Queries
Advanced Queries is a powerful feature in Accounter allowing you to select, sort, filter, and organize data from any tabular screen. This functionality greatly enhances reporting capabilities and ...
Batch Operations
Batch Operations in Manager allow you to create, update, delete, and view entries in bulk. This feature is available across many screens in Manager, improving efficiency and productivity for freque...
Copy to clipboard
Click the Copy to clipboard button located in the bottom-right corner to copy the screen's contents into a different spreadsheet program.
Custom Fields
Custom fields in Accounter allow you to create additional fields within your forms, enabling the capture of specific information suited to your business needs. You can access custom fields by navi...
Edit columns
Most tabular screens in Accounter allow you to customize which columns are visible. This is an excellent way to adapt Accounter precisely to your business requirements.
Extensions
Extensions in Accounter are custom web applications that run inside the Manager interface using an embedded IFRAME. They allow developers to add tailored functionality without altering the Manager...
Folders
The Folders tab in Accounter allows you to create, view, and organize virtual folders within your accounting software. This feature helps you keep various business documentsâsuch as invoices, re...
Footers
In Accounter, the Footers feature within the Settings tab allows you to add static text to the bottom of printed documents, such as quotes, invoices, orders, and similar items.
Form Defaults
When you create a new item, the form initially appears empty. Accounter allows you to predefine default starting values for new items by using the Form Defaults feature.
Recurring Transactions
Under the Settings tab, the Recurring Transactions feature is a useful tool for managing regularly occurring business activities. It enables the automatic creation of repetitive transactions such as: